Goaland(SZ:300499)2022-11-21 15:40Group 1: Company Overview - The company has a diverse customer base for its energy storage business, including large power stations, power generation companies, and industrial clients [4] - The company has developed various liquid cooling products for energy storage, including lithium battery single cabinet storage and large-scale energy storage systems [4] - The company has a strong technical development capability and rich engineering experience in the water cooling field, which aids in the expansion of its energy storage business [4] Group 2: Product and Market Development - The company acquired Dongguan Silicon in 2019, which specializes in heating films, insulation cotton, and flexible circuit boards, serving major clients like CATL and BYD [4] - The company has established a mature product line in the ICT liquid cooling sector, responding to the increasing demand for server liquid cooling products due to the growth of data centers [4] - The company is actively expanding its market presence and has provided prototypes and products to relevant clients [4] Group 3: Production Capacity - The main production base for the company's water cooling products is located in Yueyang, which can meet current market demands with additional capacity [6] - Dongguan Silicon has expanded its production lines to accommodate the rapid development of the new energy vehicle industry, with three production parks enhancing capacity levels [6] Group 4: Future Strategies - The company has not made a decision regarding the handling of the remaining 49% equity in Dongguan Silicon, considering various factors for future actions [6] - The company aims to expand its product applications in the military sector, providing liquid cooling products for ground radar and ships, despite the current small scale of this business [6] Group 5: Investor Relations - The company conducted a thorough communication process with investors during the meeting, adhering to its information disclosure management system to ensure the accuracy and completeness of disclosed information [6]